Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBGEF (Enbridge Inc) | 6.69% | 13.17% | 17.65% | 11.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBGEF (Enbridge Inc) | 02/25/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 13.17 | 17.65 | 11.44 | NA | NA | NA | … | … | 6.69 | 9.98 | 19.09 | 24.02 | -9.62 | 37.39 | -4.96 | 3.31 |
| Sharpe Ratio | NA | 0.80 | 0.96 | 0.42 | NA | NA | NA | … | … | 0.73 | 0.54 | 1.26 | 0.91 | -0.41 | 1.88 | -0.14 | 0.22 |
| Standard Deviation(%) | NA | 11.88 | 13.79 | 19.65 | NA | NA | NA | … | … | 13.01 | 13.21 | 12.32 | 22.55 | 27.16 | 19.87 | 36.69 | 11.39 |
| Draw Down(%) | NA | 4.57 | 6.56 | 18.87 | NA | NA | NA | … | … | 4.57 | 6.56 | 4.69 | 11.82 | 18.87 | 9.53 | 45.07 | 12.43 |
| Yield(%) | 0.00 | 6.93 | 8.26 | 7.21 | 5.26 | 3.50 | 2.63 | … | … | 3.34 | 6.86 | 7.33 | 7.19 | 6.25 | 7.79 | 6.93 | 5.11 |
Data as of 06/04/2026, Common starting date is 02/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBGEF (Enbridge Inc) |
5.68%
Dec 2019 – Dec 2022 |
8.86%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBGEF (Enbridge Inc) |
22.55%
Mar 2020 – Mar 2023 |
20.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart